At a Glance
- Tasks: Manage probate and estate administration while supporting clients and colleagues in a collaborative environment.
- Company: Established accountancy practice with a focus on private client services.
- Benefits: Flexible working, study support, 25 days leave, and health benefits.
- Other info: Join a supportive team with excellent career growth and training opportunities.
- Why this job: Develop expertise in probate and tax while making a real difference for clients.
- Qualifications: Experience in probate or trust taxation and strong communication skills.
The predicted salary is between 34000 - 36000 £ per year.
A well-established accountancy practice is seeking a Probate, Estates and Trusts Tax Senior to join its growing Private Client team. This is a varied and hands-on role supporting a range of probate, estate administration and trust taxation work, offering the opportunity to develop deep technical expertise while working closely with clients and senior colleagues in a supportive and collaborative environment.
Role Responsibilities
- Prepare draft IHT400 forms to support probate applications.
- Manage probate and estate administration caseloads from instruction through to completion.
- Identify and value estate assets and liabilities as at date of death.
- Prepare probate papers for grant applications.
- Draft estate accounts accurately and clearly.
- Capture estate data using specialist software to produce forms and computations.
- Support non-probate staff where required.
- Liaise with executors, trustees, clients and external professionals, including attending meetings.
- Identify cross-selling and tax planning opportunities (e.g. deeds of variation).
- Prepare self-assessment tax returns, including CGT computations and property income schedules.
- Prepare and submit 60-day CGT returns.
- Complete trust and estate tax reporting, including HMRC correspondence.
- Register trusts and estates on the HMRC Trust Registration Service (TRS).
- Prepare IHT100 forms.
- Monitor trust reporting deadlines, including ten-year anniversaries.
- Prepare estate tax returns or informal HMRC reports.
- Act as a point of contact for probate, estate and trust clients.
- Build and maintain strong client relationships via phone, email and meetings.
- Draft client bills for review and approval.
- Provide empathetic and professional client service.
- Support colleagues across the wider team and firm.
- Assist Partners, Managers and Associates with ad-hoc tasks.
- Undertake CPD and ongoing professional training.
- Contribute to internal communications and team development.
- Carry out general administrative duties as required.
Personal Requirements
- Experience in probate, estate administration or trust taxation.
- Strong communication and client relationship skills.
- Excellent organisational skills and attention to detail.
- Proficient in Microsoft Office Suite.
- Proactive, reliable and committed to professional development.
- Genuine interest in developing a career in private client tax and estate work.
Benefits
- Study support.
- Flexible and hybrid working arrangements.
- 25 days annual leave plus Bank Holidays (20 days if studying, with incremental increases linked to service).
- Enhanced maternity and paternity pay.
- Income protection for long-term sickness or incapacity.
- Life assurance.
- Paid study leave.
- Paid professional subscriptions.
- Health Shield cash back plan (e.g. dental, optical, physiotherapy).
- Flu vaccinations.
- Enhanced sick pay.
- Tax-efficient pension (salary sacrifice).
- Wellbeing programme including counselling and mental health support.
- CPD, training and development opportunities.
- Team social events and activities across offices.
If you are interested in developing your career within probate, estates and trusts tax and would like to explore this opportunity further, apply now.
Probate and Estate Tax Senior in Soham employer: Butler Rose Ltd
Join a well-established accountancy practice in Ely, where you will thrive in a supportive and collaborative environment as a Probate and Estate Tax Senior. With a strong focus on employee growth, the company offers flexible working arrangements, comprehensive study support, and a robust wellbeing programme, ensuring that you can develop your technical expertise while maintaining a healthy work-life balance. Enjoy 25 days of annual leave, enhanced parental pay, and opportunities for professional development, making this an excellent place to build a rewarding career in private client tax and estate work.
StudySmarter Expert Advice🤫
We think this is how you could land Probate and Estate Tax Senior in Soham
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